Caitlin John’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-96
| Closed | -$5.62K | – | 797 |
|
|
2024
Q4 | $5.62K | Sell |
96
-51
| -35% | -$2.99K | ﹤0.01% | 533 |
|
|
2024
Q3 | $8.83K | Sell |
147
-99
| -40% | -$5.94K | 0.01% | 490 |
|
|
2024
Q2 | $12.9K | Sell |
246
-227
| -48% | -$11.9K | 0.01% | 408 |
|
|
2024
Q1 | $27.8K | Buy |
473
+2
| +0.4% | +$118 | 0.02% | 303 |
|
|
2023
Q4 | $22.2K | Buy |
+471
| New | +$22.2K | 0.02% | 326 |
|